vs
Equifax（EFX）与李维斯（LEVI）财务数据对比。点击上方公司名可切换其他公司
李维斯的季度营收约是Equifax的1.1倍（$1.8B vs $1.6B），Equifax净利率更高（10.4% vs 8.9%，领先1.5%），Equifax同比增速更快（697.0% vs -4.0%），过去两年Equifax的营收复合增速更高（7.4% vs 6.5%）
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
EFX vs LEVI — 直观对比
营收规模更大
LEVI
是对方的1.1倍
$1.6B
营收增速更快
EFX
高出701.0%
-4.0%
净利率更高
EFX
高出1.5%
8.9%
两年增速更快
EFX
近两年复合增速
6.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.8B |
| 净利润 | $171.5M | $158.0M |
| 毛利率 | — | 60.8% |
| 营业利润率 | 17.4% | 11.9% |
| 净利率 | 10.4% | 8.9% |
| 营收同比 | 697.0% | -4.0% |
| 净利润同比 | 28.9% | -13.4% |
| 每股收益（稀释后） | $120.80 | $0.39 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收EFXLEVI
| Q2 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.4B |
净利润EFXLEVI
| Q2 26 | $171.5M | — | ||
| Q4 25 | $175.7M | $158.0M | ||
| Q3 25 | $160.2M | $218.1M | ||
| Q2 25 | $191.3M | $67.0M | ||
| Q1 25 | $133.1M | $135.0M | ||
| Q4 24 | $174.0M | $182.5M | ||
| Q3 24 | $141.3M | $20.7M | ||
| Q2 24 | $163.9M | $18.0M |
毛利率EFXLEVI
| Q2 26 | — | — | ||
| Q4 25 | — | 60.8% | ||
| Q3 25 | — | 61.7% | ||
| Q2 25 | — | 62.6% | ||
| Q1 25 | — | 62.1% | ||
| Q4 24 | — | 61.3% | ||
| Q3 24 | — | 60.0% | ||
| Q2 24 | — | 60.5% |
营业利润率EFXLEVI
| Q2 26 | 17.4% | — | ||
| Q4 25 | 18.3% | 11.9% | ||
| Q3 25 | 17.1% | 10.8% | ||
| Q2 25 | 20.2% | 7.5% | ||
| Q1 25 | 16.4% | 12.5% | ||
| Q4 24 | 20.3% | 11.5% | ||
| Q3 24 | 17.1% | 2.0% | ||
| Q2 24 | 19.7% | 1.5% |
净利率EFXLEVI
| Q2 26 | 10.4% | — | ||
| Q4 25 | 11.3% | 8.9% | ||
| Q3 25 | 10.4% | 14.1% | ||
| Q2 25 | 12.4% | 4.6% | ||
| Q1 25 | 9.2% | 8.8% | ||
| Q4 24 | 12.3% | 9.9% | ||
| Q3 24 | 9.8% | 1.4% | ||
| Q2 24 | 11.5% | 1.2% |
每股收益（稀释后）EFXLEVI
| Q2 26 | $120.80 | — | ||
| Q4 25 | $1.44 | $0.39 | ||
| Q3 25 | $1.29 | $0.55 | ||
| Q2 25 | $1.53 | $0.17 | ||
| Q1 25 | $1.06 | $0.34 | ||
| Q4 24 | $1.40 | $0.46 | ||
| Q3 24 | $1.13 | $0.05 | ||
| Q2 24 | $1.31 | $0.04 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $183.4M | $848.8M |
| 总债务越低越好 | $5.3B | $1.1B |
| 股东权益账面价值 | $4.6B | $2.3B |
| 总资产 | $11.9B | $6.8B |
| 负债/权益比越低杠杆越低 | 1.16× | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资EFXLEVI
| Q2 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $848.8M | ||
| Q3 25 | $189.0M | $707.5M | ||
| Q2 25 | $189.0M | $736.7M | ||
| Q1 25 | $195.2M | $574.4M | ||
| Q4 24 | $169.9M | $690.0M | ||
| Q3 24 | $468.2M | $577.1M | ||
| Q2 24 | $181.9M | $641.4M |
总债务EFXLEVI
| Q2 26 | $5.3B | — | ||
| Q4 25 | $5.1B | $1.1B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $987.4M | ||
| Q4 24 | $5.0B | $994.0M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益EFXLEVI
| Q2 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $2.3B | ||
| Q3 25 | $4.9B | $2.2B | ||
| Q2 25 | $5.1B | $2.1B | ||
| Q1 25 | $5.0B | $2.0B | ||
| Q4 24 | $4.8B | $2.0B | ||
| Q3 24 | $4.9B | $1.9B | ||
| Q2 24 | $4.7B | $2.0B |
总资产EFXLEVI
| Q2 26 | $11.9B | — | ||
| Q4 25 | $11.9B | $6.8B | ||
| Q3 25 | $11.8B | $6.7B | ||
| Q2 25 | $11.9B | $6.5B | ||
| Q1 25 | $11.9B | $6.2B | ||
| Q4 24 | $11.8B | $6.4B | ||
| Q3 24 | $12.3B | $6.3B | ||
| Q2 24 | $12.2B | $6.2B |
负债/权益比EFXLEVI
| Q2 26 | 1.16× | — | ||
| Q4 25 | 1.11× | 0.46× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | 1.05× | 0.50× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.51× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $215.7M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | 7.3% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 1.69× |
| 过去12个月自由现金流最近4个季度 | — | $308.2M |
8季度趋势，按日历期对齐
经营现金流EFXLEVI
| Q2 26 | — | — | ||
| Q4 25 | $470.8M | $266.8M | ||
| Q3 25 | $559.9M | $24.8M | ||
| Q2 25 | $361.1M | $185.5M | ||
| Q1 25 | $223.9M | $52.5M | ||
| Q4 24 | $324.8M | $297.3M | ||
| Q3 24 | $479.5M | $52.3M | ||
| Q2 24 | $267.5M | $262.8M |
自由现金流EFXLEVI
| Q2 26 | — | — | ||
| Q4 25 | $340.8M | $215.7M | ||
| Q3 25 | $437.9M | $-39.4M | ||
| Q2 25 | $238.9M | $146.0M | ||
| Q1 25 | $116.7M | $-14.1M | ||
| Q4 24 | $205.9M | $231.6M | ||
| Q3 24 | $355.5M | $2.3M | ||
| Q2 24 | $130.8M | $222.6M |
自由现金流率EFXLEVI
| Q2 26 | — | — | ||
| Q4 25 | 22.0% | 12.2% | ||
| Q3 25 | 28.3% | -2.6% | ||
| Q2 25 | 15.5% | 10.1% | ||
| Q1 25 | 8.1% | -0.9% | ||
| Q4 24 | 14.5% | 12.6% | ||
| Q3 24 | 24.7% | 0.2% | ||
| Q2 24 | 9.1% | 15.4% |
资本支出强度EFXLEVI
| Q2 26 | 7.3% | — | ||
| Q4 25 | 8.4% | 2.9% | ||
| Q3 25 | 7.9% | 4.2% | ||
| Q2 25 | 8.0% | 2.7% | ||
| Q1 25 | 7.4% | 4.4% | ||
| Q4 24 | 8.4% | 3.6% | ||
| Q3 24 | 8.6% | 3.3% | ||
| Q2 24 | 9.6% | 2.8% |
现金转化率EFXLEVI
| Q2 26 | — | — | ||
| Q4 25 | 2.68× | 1.69× | ||
| Q3 25 | 3.50× | 0.11× | ||
| Q2 25 | 1.89× | 2.77× | ||
| Q1 25 | 1.68× | 0.39× | ||
| Q4 24 | 1.87× | 1.63× | ||
| Q3 24 | 3.39× | 2.53× | ||
| Q2 24 | 1.63× | 14.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $448.1M | 27% |
| Other | $381.5M | 23% |
| Employer Services | $116.4M | 7% |
| Asia Pacific | $79.7M | 5% |
| Financial Marketing Services | $51.8M | 3% |
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
